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Dimensional US Real Estate ETF

251 hedge funds and large institutions have $1.02B invested in Dimensional US Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 134 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
26
Forum Financial Management
Illinois
$9.58M
WCWM
27
Willow Creek Wealth Management
California
$9.33M
TFO
28
Timonier Family Office
North Carolina
$9.17M
Raymond James Financial
29
Raymond James Financial
Florida
$8.8M
BPA
30
Beacon Pointe Advisors
California
$8.79M
JTWM
31
Jackson Thornton Wealth Management
Alabama
$8.77M
Betterment LLC
32
Betterment LLC
New York
$8.3M
HSG
33
Helen Stephens Group
Texas
$8.28M
PS
34
Pinney & Scofield
Massachusetts
$7.95M
CPW
35
Crestmont Private Wealth
Texas
$7.93M
OFA
36
Onyx Financial Advisors
Idaho
$7.93M
PFA
37
Pillar Financial Advisors
Kentucky
$6.54M
SPWM
38
Straight Path Wealth Management
Michigan
$6.3M
LI
39
LRI Investments
Florida
$6.22M
VAG
40
Vannoy Advisory Group
Texas
$6.22M
SFO
41
Stokes Family Office
Louisiana
$6.17M
PFG
42
Pinnacle Financial Group
Illinois
$6.1M
AC
43
AWM Capital
Arizona
$5.83M
CW
44
Curio Wealth
Maryland
$5.8M
DF
45
DecisionPoint Financial
Arizona
$5.8M
FH
46
Financial Harvest
Florida
$5.74M
PAG
47
Private Advisor Group
New Jersey
$5.38M
APC
48
Asset Planning Corporation
Tennessee
$5.33M
PWM
49
PBMares Wealth Management
Virginia
$5.13M
OA
50
Oceanside Advisors
South Carolina
$5.06M